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WISE MONEY ISRAEL

BINYAMINA, Israel · CRD 304753 · IAPD ↗ · +972-79-6984545

$94.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
13States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

12
August 2026 — WISE MONEY ISRAEL notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
18
July 2026 — WISE MONEY ISRAEL notice-filed in LA, NC, OH, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
31
April 2026 — WISE MONEY ISRAEL reported RAUM up 31% ($72.4M -> $94.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
December 2025 — WISE MONEY ISRAEL (BINYAMINA, Israel) is newly SEC-registered with $72.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.